Core
By stage
By team
EquityList helps founders manage cap tables, stock option grants, fundraising, and compliance, with an AI agent that answers questions and executes actions instantly.
Why EquityList
Model any raise, SAFE, or option pool top-up, and see exactly how it changes your ownership, before you sign anything.
68.4%
58.9%
Founder ownership, fully diluted
See every option, RSU, and SAFE across your team in one place, with vesting and ownership always current.
R. Fernandes
Co-founder & CTO
62%
vested
A. Bishop
Head of Product
38%
vested
M. Okafor
Engineer, early hire
21%
vested
Ask a plain question about your cap table or equity plan and get a straight answer, without waiting on outside counsel.
How much will a $2M SAFE dilute existing holders?
Live ownership tracking
Get a complete, fully diluted view of your cap table, with ownership updating the moment a SAFE or funding round goes through, and use our AI agent to execute actions and get answers on all of it.
42.8%
Founder-held
$18.4M
Capital raised
Grants, vesting & exercises
Handle stock options, RSUs, and SARs end to end: design the plan, set vesting schedules, and process grants and exercises, with your pool updating automatically with every action.
J. Bennett
500 stock options
Raises & data rooms
Your data room is ready before investors ask for it. Manage your raise from first commitment to countersignature, with valuation history stored in one place.
Statutory compliance
Generate statutory reports like IFRS 2, ASC 718, and Rule 701, and get help from our secretarial team for actions like board resolutions, filings, and cross-border structuring, to stay compliant.
Stock options advisory
Get our expert equity advisory to help you define the right pool size, structure vesting logic, and build performance-based plans, so the plan is right from day one
10%
Pool size
4 tiers
Performance-based
Cliff, vesting cadence, and performance triggers structured with an EquityList advisor before the plan went to the board.
Live ownership tracking
Get a complete, fully diluted view of your cap table, with ownership updating the moment a SAFE or funding round goes through, and use our AI agent to execute actions and get answers on all of it.
42.8%
Founder-held
$18.4M
Capital raised
Grants, vesting & exercises
Handle stock options, RSUs, and SARs end to end: design the plan, set vesting schedules, and process grants and exercises, with your pool updating automatically with every action.
J. Bennett
500 stock options
Raises & data rooms
Your data room is ready before investors ask for it. Manage your raise from first commitment to countersignature, with valuation history stored in one place.
Statutory compliance
Generate statutory reports like IFRS 2, ASC 718, and Rule 701, and get help from our secretarial team for actions like board resolutions, filings, and cross-border structuring, to stay compliant.
Stock options advisory
Get our expert equity advisory to help you define the right pool size, structure vesting logic, and build performance-based plans, so the plan is right from day one
10%
Pool size
4 tiers
Performance-based
Cliff, vesting cadence, and performance triggers structured with an EquityList advisor before the plan went to the board.
Your data is encrypted at rest and in transit, access is controlled and logged down to the individual record, and our practices are independently certified against SOC 2 and ISO 27001 standards.
SOC 2 Type II
View detailsISO 27001
View detailsGDPR compliant
View detailsEncrypted by default
View detailsCustomer stories
Don't just take our word for it. Explore what our customers & community say!
We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.
Revant Bhate
Co-Founder & CEO, Mosaic
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!
Deepanshu Arora
Co-founder and CEO, Toddle
We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.
Revant Bhate
Co-Founder & CEO, Mosaic
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!
Deepanshu Arora
Co-founder and CEO, Toddle
After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.
Saurabh Gupta
CEO and CoFounder, Company 10
From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.
Akshay Jain
Senior Manager, Yulu
After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.
Saurabh Gupta
CEO and CoFounder, Company 10
From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.
Akshay Jain
Senior Manager, Yulu
Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports.
Mikami Chandrasekaran
Associate Director, People Operations, Company 12
EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.
Nilangi Netravalkar
Admin, Operations & Payroll Specialist, Limechat
Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports.
Mikami Chandrasekaran
Associate Director, People Operations, Company 12
EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.
Nilangi Netravalkar
Admin, Operations & Payroll Specialist, Limechat
The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy.
Bikramjit Singh
Head of Business HR
“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”
Chithra Ramachandran
Director - People, smallcase
“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”
Yaswanth Goteti
Head of People, Fincent
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.
Shiffana MK
People & Culture, Nova
We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.
Kaushal Pawar
Director People & Culture, Company 6
The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy.
Bikramjit Singh
Head of Business HR
“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”
Chithra Ramachandran
Director - People, smallcase
“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”
Yaswanth Goteti
Head of People, Fincent
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.
Shiffana MK
People & Culture, Nova
We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.
Kaushal Pawar
Director People & Culture, Company 6
Migration and onboarding, handled by our team so you can start running equity ops right away.
The moment equity becomes something you actively operate, not just record.
This usually happens when you start issuing multiple grants, negotiating SAFEs or convertibles, or preparing for a priced round. At that stage, every action affects something else: issuing a grant changes the ESOP pool, a SAFE conversion affects fully diluted ownership, and a new round requires updated approvals and documents. In spreadsheets, each of these updates has to be made manually in multiple places, which works early on but quickly becomes fragile as activity increases.
Because spreadsheets don’t enforce structure or history.
Equity data lives across sheets, documents, emails, and folders, with no native link between ownership numbers and the approvals or agreements behind them. While spreadsheets offer version history, they only show that a change occurred, not the equity action, approval, or document that caused it. As a result, tracing how ownership evolved over time requires manual reconstruction. During diligence, founders end up explaining history instead of simply presenting it.
Yes. EquityList is designed for companies with holding and operating entities across countries.
Each entity maintains its own cap table and equity pool, while ownership is rolled up into a consolidated view at the parent entity level. Cross-border grants and inter-company equity movements are structured through put–call agreements, so ownership stays aligned without manual adjustments. Permissions, reporting, and grants can all be managed at the entity level, keeping global structures clean and consistent without parallel spreadsheets.
By generating all equity-related reports from a single, live source of truth.
EquityList supports accounting and regulatory requirements including IND AS 102, IFRS 2, Rule 701, and ASC 718, along with jurisdiction-specific statutory reports. Quarterly, annual, and event-based reporting is produced directly from recorded equity actions, so compliance doesn’t depend on recreating history or reconciling multiple files.
Through role-based access to the same underlying system.
Founders, HR, and finance teams work from one shared equity record, while employees and investors see only what’s relevant to them through dedicated dashboards.
